ACU - Ways to Invest

Just starting out or already a seasoned investor, help ensure your financial wellness with a financial health check-up from ACU. It’s a simple step that could help you pay off your mortgage sooner, make your investments work harder, retire earlier, or build a legacy for your loved ones.

Booking your check-up is easy. Simply click on the button below and fill out the information, then choose whether you’d prefer an in-person or over-the-phone appointment.

You take care of yourself, now it’s time to take care of your finances.

Our certified wealth advisors offer personalized financial strategies and complete financial planning, including:

Financial planning, wealth management, estate and tax planning, retirement planning and so much more!
Personal wealth management services that are right for you.
Regular reviews and updates to your plan, as your needs and priorities change.
We can help you with RRSPs, RRIFs, Locked in Plans, Pension Transfers, RDSPs, TFSAs, and RESPs.
A wide range of product choices including Mutual Funds, Equities, Bonds and ETFs.

Learn more

We all have different reasons for saving and investing money. No matter what yours may be, getting the most out of your money all starts with a proper financial health check-up from ACU.

Taking that step could help you lower your credit card debt, own your own home sooner, make sure your investments are working for you, build an emergency fund, retire early, leave a legacy, and so much more.

Book an appointment today

Managing your own investments gives you control and offers exceptional value:

Do it yourself
Low cost online - brokerage
Choice from a wide range of products including stocks, ETFs, mutual funds, bonds, GICs, and other options
Research tools

Qtrade Direct Investing^™, our online brokerage partner, provides fair pricing, excellent service, and resources to help make investing easier.

Learn about Digital Investing

If you’re ready to do some investing on your own, we can offer you the digital tools and help as well. You’ll get:

A low cost digital advice tool
A well-designed investment portfolio suited to your needs
Regular rebalancing to keep your investments aligned with your goals
Phone support from a registered representatives

Qtrade Direct Investing^® is a simple online investing service designed to help you reach your financial goals.

Learn about Digital Investing

Asterisk 2.0 Featured Image 1152 X 770 Investing For Newcomers

Investing in a new beginning: Wealth Building Tips for newcomers to Canada

There are a number of barriers to investing for newcomers, like learning a new language or adapting to different social customs—even getting used to the weather.

Asterisk 2.0 Featured Image 1152 X 770 FHSA VS TFSA VS RRSP

RRSP vs. TFSA vs. FHSA: Breaking down the options for buying your first home

Many ACU members are familiar with their options when saving for a down payment. Tax Free Savings Accounts (TFSAs) offer shelter from taxes on growth, while a Registered Retirement Savings Plan (RRSP) offers tax-deductible contributions.

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Socially responsible investments on the rise as public holds companies more accountable

Ethical investing allows you to support companies that take a socially responsible approach to their operations. While the concept isn’t new, the opportunities for aligning with businesses that share your values have never been higher.